Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BELLEVUE ASSET MANAGEMENT LLC | COM | 1251 | $39,513 | 223 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
GLASS JACOBSON INVESTMENT ADVISORS LLC | COM | 1252 | $38,628 | 218 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
KAPITALO INVESTIMENTOS LTDA | COM | 1253 | $31,302 | 212 | 0.00 | 212 | +Inf | 06-30-2023 | |
LEE FINANCIAL CO | COM | 1254 | $29,577 | 212 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |